Liberty Wealth Management LLC Schwab Fundamental U S Large C Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 03, 2023
BUY
$52.49 - $57.54 $5.78 Million - $6.33 Million
110,086 New
110,086 $6.05 Million
Q4 2021

Feb 15, 2022
SELL
$54.44 - $58.74 $14,045 - $15,154
-258 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$52.82 - $56.3 $13,627 - $14,525
258 New
258 $14,000
Q3 2020

Nov 05, 2020
SELL
$36.46 - $41.42 $15,750 - $17,893
-432 Closed
0 $0
Q2 2020

Aug 04, 2020
BUY
$29.92 - $40.24 $12,925 - $17,383
432 New
432 $16,000

Others Institutions Holding FNDX

# of Institutions
593
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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